Strategy Case · Humanoid Robotics Go-to-Market
Strategy consulting case on the humanoid robotics industry. We mapped the market, sized TAM/SAM/SOM, pressure-tested early beachheads, and designed a staged go-to-market plan with unit-economics checkpoints (BOM, service model, utilization). The work connected tech readiness with commercial viability, and translated insights into a crisp storyline for executives.
Humanoid robotics is less a single “product” and more a stack: hardware affordability & reliability (actuation, power density, hands/dexterity), perception & control across messy, long-tail tasks, and an operations layer (fleet mgmt, remote assist, safety/guardrails) that actually makes deployments viable. Near-term beachheads are “dull-dirty-dangerous” and constrained environments: pallet handling, inspection rounds, night-shift security, basic material movement. Success metrics aren’t just ‘can it walk’ but: task success rate (TSR), mean-time-to-intervention (MTTI), time-to-first-task-library (TTFTL), and safety events per 1k hrs. Economically, capex must be amortized via service models (RaaS) with predictable uptime; value creation comes from labor substitution on low-variance tasks plus safety/quality benefits. The credible path I see is ‘humanoid as a platform’ with curated task libraries and human-in-the-loop tele-assist, not pure autonomy day-one. Integration matters: APIs to WMS/MES/ERP, site-mapping, and operator training drive adoption more than model benchmarks. The lesson for me as a strategy candidate: sanity-check hype with unit economics; pick beachheads where environmental control and measurable ROI exist; and design the partnership fabric early so scaling is not an afterthought.